Wednesday, October 5, 2016

My Advice on Gifts in Financial Advisor Magazine

I was happy to share my thoughts with Eric Reiner for his article on "Tax Tips to Close 2016." My advice on gifts appears in the current edition of Financial Advisor Magazine. Click  the link below to read the full article -- in which I am quoted -- and let me know if you agree or disagree with the tips that made the list. http://hubs.ly/H04DdCw0

2 comments:

  1. which thousands of investors, advisors and media will converge on Times Square. www.financialadvisor.com.au

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  2. Impressive! I really like your blog.
    Thanks for the post.
    Financial Advisors

    ReplyDelete